Financial Advising near Middletown, RI
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3 locations found near Middletown
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747 Aquidneck Avenue Suite 1, Middletown RI 02842
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575 East Main Road, Middletown RI 02842
“Great experience with Coastal Financial Group & Island Tax Associates. They made my income tax filing simple and stress-free. The office was warm and welcoming, and the team was engaging and easy to work with. They really know how to make a complicated process feel smooth and painless. Highly recommend”
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130 Bellevue Ave, Newport RI 02840
“I had the pleasure of speaking with Senior Vice President Kara Museler today. Kara is an outstanding CFP in every way - sharp, super knowledgable about asset management, taxes, and retirement planning, and very compassionate. She truly has her clients’ best interests at heart. I highly recommend working with her.”
